Investment Strategies to PROFIT From Inflation (Not Just Hedge) | James Davolos
Forward Guidance
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How to Invest to Benefit From Inflation
The two primary categories in the fund are direct inflation beneficiaries and indirect inflation beneficiaries. There's a third bucket that's opportunistic, which is going to be a lot smaller because it's a bit higher risk profile. The commonality here is there's a lot of operating leverage and a lot of scale, minimal capital intensity,. But something you need to be careful with is you want a long duration or let me actually rephrase that. I don't want people to confuse that with interest rate sensitive companies.
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